Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,491 | $100,262-8.7% | $81,370+12.4% | $145,897-37.3% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 9.06% | 34.52%-25.5pp | 24.85%-15.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $3,394 | $2,979+13.9% | $2,464+37.8% | $4,663-27.2% |
| Participant deferral / active EE | $6,045 | $4,612+31.1% | $3,885+55.6% | $6,689-9.6% |
| Admin fee / account holder | $1,027 | $8,163-87.4% | $5,749-82.1% | $13,390-92.3% |